Joseph
Grobbel

Touchstone Advisors Inc

CRD#6348114
Investment Advisor
in Cincinnati, OH

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About this Advisor

Joseph Grobbel is a financial advisor based in Cincinnati, Ohio, working with Touchstone Advisors Inc. Joseph has previously held positions at Morgan Stanley, Harpers Restaurant, Service First Logistics, Minute Media, Wells Fargo Advisors, Coyote Logistics, Ifs Financial Services, Touchstone Securities, and as a student. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Joseph is part of Touchstone Advisors Inc, which operates out of Cincinnati, Ohio. The firm has 84 employees and manages assets totaling $26.7 billion. The services offered by the firm include portfolio management for investment companies and the selection of other advisers. The fee structure at Touchstone Advisors Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for investment companies, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

303 Broadway Suite 1100
Cincinnati, OH 45202-4203

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Touchstone Advisors Inc Brokerage Details

Total Assets Under Management

$26,738,929,617

OH Average: $2,106,341,625
Total Number of Employees

84

OH Average: 34
Total Number of Accounts

39

OH Average: 1,972
Average Account Size

$685,613,580

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for investment companies
  • Selection of other advisers

Joseph Grobbel Work History

2016 - Present (8 years)

Ifs Financial Services

2016 - Present (8 years)

Touchstone Securities

2017 - 2017 (< 1 year)

Coyote Logistics

2016 - 2016 (< 1 year)

Minute Media

2016 - 2016 (< 1 year)

Wells Fargo Advisors

2016 - 2016 (< 1 year)

Harpers Restaurant

2015 - 2015 (< 1 year)

Harpers Restaurant

2015 - 2015 (< 1 year)

Service First Logistics

2015 - 2016 (1 year)

Harpers Restaurant

2014 - 2014 (< 1 year)

Morgan Stanley

2013 - 2017 (4 years)

Student

Disclosures

Please visit the SEC profile of Joseph Grobbel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Touchstone Advisors Inc

Samuel Mathews
Cincinnati, OH
Emily Barnes
Cincinnati, OH
Juan Uran Munoz
Cincinnati, OH
Anthony Resendes
Cincinnati, OH
Andrew Hall
Cincinnati, OH
Jacob Willis
Cincinnati, OH
Kristen Kirkwood
Cincinnati, OH
Daniel Downing
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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